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A Complete Guide to Connect Tableau with Postgres

Piyush Gupta
Reading Time: 5 minutes
Connecting Tableau and PostgreSQL

Many organizations store their data on PostgreSQL Servers depending on the use case. Visualizing this data can be very beneficial in gathering important insights that can aid in objective decision-making in the organization. Tableau is an excellent Business Intelligence tool for visualizing data stored in PostgreSQL Server. Tableau’s various functionalities and features can assist in efficiently visualizing this data and creating Dashboards.

This article will introduce you to PostgreSQL, its applications, and two methods for integrating Tableau and PostgreSQL to visualize your PostgreSQL data on Tableau.

What is Tableau?

Tableau is a tool that allows people to quickly visualize and understand data. It allows you to create worksheets, reports, and customized dashboards, and it also provides performance monitoring to help you get the most out of them. It can be accessed via a desktop app or through the cloud.

What is PostgreSQL?

PostgreSQL is widely regarded as one of the most sophisticated open-source databases. It is strong and well-suited for BI applications. It is scalable and beautifully designed. PostgreSQL is a powerful, open-source object-relational database system that uses and extends the SQL language and includes numerous features for safely storing and scaling the most complex data workloads. 

PostgreSQL includes numerous features designed to assist developers in building applications, administrators in protecting data integrity and building fault-tolerant environments, and you in managing your data regardless of how large or small the dataset. This is why it is so popular on the market.

According to the StackOverflow “2021 Developers Survey“, PostgreSQL is the second most-used database technology, trailing only MySQL, and its popularity is growing steadily. Because even though only about 26% of developers were using it in 2017, that number rose to 34% in 2019 and even more than 40% in 2021.

Ways to connect Tableau with Postgres

Connecting Postgres with Tableau using a manual method.

Part 1: Configuring a PostgreSQL Account in Tableau

Since you’ve probably figured out how important PostgreSQL is and can be for your business applications, it’s time to dig deeper. You can integrate PostgreSQL (aka Postgres) with Tableau manually. However, you must first install PostgreSQL database drivers.

Step 1: First, launch Tableau Desktop.

Step 2: Click the Connect to A Server button.

Step 3: Choose PostgreSQL.

Step 4: Type in the name of the server.

Step 5: Choose Port 8060.

Step 6: Enter the Database: workgroup name.

Step 7: Enter your authentication information, such as your username and password.

Step 8: Select the Sign In button.

Step 9: A live connection between Tableau and PostgreSQL will be established.

Step 10: The Read-Only user will have access to various tables.

Step 11: Choose one or more tables with which to create a relationship.

Step 12: Click the Worksheet button or press Ctrl+M.

Part 2: Tableau Server Version Identification

If you want to find out what version of PostgreSQL you have, do the following:

Step 1: Sign in to Tableau Server first.

Step 2: Launch the Task Manager.

Step 3: Navigate to the Details tab.

Step 4: Right-click on the postgre.exe processes and select End Process.

Step 5: Decide on the properties. 

Step 6: Determine the PostgreSQL version that is currently installed.

This method of connecting the database to Tableau appears simple. However, in the real world, you are most likely working with multiple data sources to collect data and maintain it in a Postgres database.

For example, to create a holistic marketing report, you may need to import data from ad platforms like Facebook & Google, analytics platforms like GA, MMP like Appsflyer and CRM etc. Investing immeasurable hours daily to collect & maintain data in a Postgres database is a tedious and time consuming task that produces unnoticeable errors. Optimisations and Analyses based on these reports and dashboards are inefficient and can affect your business adversely.

It takes more than 40% of the marketers’ time just to log in to the multiple platforms and export, transform and upload it to the BI tools.

That’s where a tool like EasyInsights comes in handy!

EasyInsights’ allows you to transfer data from any source fully automated and securely without having to rewrite the code. It enables you to not only export and load data but also transform and enrich data and make it analysis-ready. Although you can manually connect the tools, EasyInsights makes it easier to use Tableau and PostgreSQL together by allowing you to pull data from other data sources and data integration tools.

Connecting Postgres with Tableau using EasyInsights

Here’s how you can establish a live connection between Tableau Desktop and PostgreSQL using EasyInsights. You may need to install the PostgreSQL database drivers, also known as Postgres.

Follow the steps below to connect Tableau Server and EasyInsights.

Step 1: First, launch Tableau Desktop.

Step 2: Click the Connect to A Server button.

Step 3: Choose PostgreSQL.

Step 4: Enter the following information: 

  • IP address or hostname
  • Port
  • Database
  • Username & Password

Select the Authentication option.

This information can be found on the data destination page

Step 5: Select the Sign In button.

Step 6: A live connection between Tableau and PostgreSQL will be established.

To get you started, EasyInsights focuses on three simple steps:

  • Connect: Simply log in with your credentials to connect EasyInsights to the PostgreSQL Server and all of your data sources.
  • Integrate: Use EasyInsights’ Managed Data Integration Platform to consolidate data from multiple sources and automatically transform it into an analysis-ready format.
  • Visualize: Connect EasyInsights to your preferred reporting tool, such as Tableau, and easily visualize your unified data to gain better insights.

Benefits Of Using EasyInsights to connect Tableau

  • Completely automated: The EasyInsights platform is simple to set up and requires little maintenance.
  • Real-time Data Transfer: EasyInsights offers real-time data migration so that you always have analysis-ready data.
  • 100% Complete & Accurate Data Transfer: EasyInsight’s robust infrastructure ensures dependable data transfer with no data loss.
  • Scalability: EasyInsights has built-in integrations from all the popular marketing data sources, allowing you to scale your data infrastructure as needed.
  • Generate Insightful reports: EasyInsights helps in generating useful reports. Use reports on Google Sheets to make faster data decisions, or consume it from your inbox.

EasyInsights supports pre-built data integrations from all the popular marketing data sources. It provides a fully managed solution for your Tableau data migration process. It will automate your data flow in minutes without requiring you to write a single line of code. EasyInsights provides a truly efficient and fully automated solution for managing data in real time and always having analysis-ready data at Tableau. Book a Demo and talk to our product expert for the Tableau data migration process.

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